TRV icon

Travelers Companies

1,614 hedge funds and large institutions have $50.6B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 593 increasing their positions, 554 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$159M
Puts
$144M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Aprio Wealth Management
Georgia
$396K
RSWM
1027
Robertson Stephens Wealth Management
California
$395K
FWM
1028
ForthRight Wealth Management
Georgia
$393K
SCP
1029
Sivia Capital Partners
California
$390K
MA
1030
MKT Advisors
California
$390K
SB
1031
Simmons Bank
Arkansas
$389K
SC
1032
Scotia Capital
Ontario, Canada
$388K
DIA
1033
Dana Investment Advisors
Wisconsin
$387K
TIA
1034
Tiemann Investment Advisors
California
$387K
MPIA
1035
Milestones Private Investment Advisors
New York
$385K
OF
1036
Optimize Financial
California
$384K
IC
1037
Inscription Capital
Texas
$383K
WG
1038
Winton Group
United Kingdom
$382K
DOA
1039
D'Orazio & Associates
Virginia
$382K
HCM
1040
Howard Capital Management
Georgia
$382K
GSEP
1041
Golden State Equity Partners
California
$382K
HPBT
1042
Hickory Point Bank & Trust
Illinois
$380K
AA
1043
Advisory Alpha
Michigan
$379K
WIM
1044
WealthPlan Investment Management
Nebraska
$378K
KIA
1045
Knollwood Investment Advisory
Maryland
$378K
RWP
1046
RWA Wealth Partners
Massachusetts
$378K
AIM
1047
Aspen Investment Management
Michigan
$376K
GWWM
1048
Great Waters Wealth Management
Minnesota
$375K
HNWA
1049
Henrickson Nauta Wealth Advisors
Michigan
$375K
MSS
1050
Mitchell Sinkler & Starr
Pennsylvania
$375K